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Douglass Financial Group
DOUGLASS FINANCIAL GROUP is a state-registered investment adviser in GREENWOOD VILLAGE, CO. The firm manages approximately $12 million in regulatory assets.
Overview
DOUGLASS FINANCIAL GROUP is a state-registered investment adviser in GREENWOOD VILLAGE, CO. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
1983
Location
Region
North America
Country
United States
City
Greenwood Village
Corporate office
Birmingham, AL, United States
Principals
James R. Douglass
Founder & CEO
M. Clayton Douglass
President
John A. Douglass
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Douglass Financial Group?
James R. Douglass, founder and CEO, leads investment decisions. President M. Clayton Douglass and Managing Director John A. Douglass also sit on the investment committee. The firm is family-governed with no external investment committee members (per the firm's website and public filings).
Does Douglass Financial Group invest in venture capital or early-stage companies?
The firm's disclosed portfolio and public records show a focus on established private companies, real estate, and fixed-income instruments. It does not publicly list venture capital or early-stage equity as an active strategy.
What is Douglass Financial Group's investment geography?
The firm primarily targets the US Southeast, with a concentration in Alabama, Georgia, and Tennessee. Some real estate and private equity holdings extend to other Sun Belt states. International exposure is not publicly documented.
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